Job Purpose
Drive Sales &
Achieve Targets: Manage assigned bank branches to achieve insurance sales, premium, and revenue targets while ensuring consistent quarter-on-quarter business growth.
Relationship Management: Build and maintain solid relationships with branch managers, officers, and staff to drive engagement, enhance collaboration, and maximize business opportunities.
Sales Support &
Capability Building: Support frontline sales teams with client meetings, perk illustrations, product knowledge sessions, and training to improve insurance sales effectiveness.
Lead Generation &
Business Development: Generate recent insurance business through assigned banking partners, identify cross-selling opportunities, and expand the business within allocated branches.
Customer Service &
Operational Excellence: Ensure seamless pre-sales and post-sales support, facilitate policy issuance and medicals, resolve customer queries, and deliver a high-quality customer experience.
Portfolio &
Persistency Management: Monitor business performance, ensure timely policy renewals, achieve persistency targets, and maintain a profitable business mix in line with company objectives.
📌 Cluster Manager Hoshiarpur Hdfc Bb Punjab
🏢 Aditya Birla Sun Life Insurance
📍 Punjab
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